Investment Consultant - Marin, CA

Fidelity•Larkspur, CA

7d•Onsite

About The Position

The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Comprehensive understanding of various investment solutions, and ability to educate customers on the values and differences of each.
Outstanding communication and consultative skills.
Ability to thrive in a fast-paced work environment.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful.

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity’s planning tools.
Engage with existing clients and warm leads, providing investment solutions and growing relationships.
Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to a wealth management partner based on needs and financial complexity.
Work directly with clients to help them make investment decisions that are in their best interest.
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs.

Benefits

Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.